2018-07-13T11:53:40-05:00 2017-08-31 420714325 RSM US LLP 501 NORTH 44TH STREET SUITE 300 PHOENIX AZ 850086586 990 2016-09-01 135265940 INSTITUTE FOR SUPPLY MANAGEMENT INST 4807526276 309 W ELLIOT ROAD NO 113 TEMPE AZ 852841556 THOMAS DERRY OFFICER 4807526276 2018-07-11 1 BROOKE WILSON P01359686 6026366000 2016 2022-09-23 18:48:47Z THOMAS DERRY 309 W ELLIOT ROAD NO 113 TEMPE AZ 852841556 17930741 0 X WWW.INSTITUTEFORSUPPLYMANAGEMENT.ORG X 1915 NY WE ADVANCE THE PRACTICE OF SUPPLY MANAGEMENT TO DRIVE VALUE AND COMPETITIVE ADVANTAGE AND CONTRIBUTE TO A PROSPEROUS, SUSTAINABLE WORLD. 12 11 76 887 91334 0 3224511 5005082 11065620 9081647 73819 2499995 764005 828196 15127955 17414920 125866 115210 0 0 6892566 6773071 0 0 55878 7953320 7955919 14971752 14844200 156203 2570720 12771811 15014901 4130566 4329904 8641245 10684997 X WE ADVANCE THE PRACTICE OF SUPPLY MANAGEMENT TO DRIVE VALUE AND COMPETITIVE ADVANTAGE, AND CONTRIBUTE TO A PROSPEROUS, SUSTAINABLE WORLD. 0 0 3456230 115210 3383922 CONFERENCES: ISM HOLDS THE INSTITUTE FOR SUPPLY MANAGEMENT ANNUAL CONFERENCE AND EDUCATIONAL EXHIBIT WITH MORE THAN 2,500 SUPPLY MANAGEMENT PROFESSIONALS AND SERVICE PROVIDERS IN ATTENDANCE. THIS THREE DAY EVENT OFFERS EDUCATION, NETWORKING AND AN EXHIBIT HALL. OTHER ISM CONFERENCES INCLUDE THE INDIRECT CONFERENCE, UPMG CONFERENCE, AND IMPACT CONFERENCE. THESE SMALLER NICHE EVENTS FOCUS ON SPECIALTY TOPICS AND/OR INDUSTRIES AND ATTRACT HUNDREDS OF SUPPLY MANAGEMENT PROFESSIONALS TO THESE EVENTS. 2021938 1839817 ISM'S CAPS RESEARCH, AFFILIATED WITH THE ARIZONA STATE UNIVERSITY'S W. P. CAREY SCHOOL OF BUSINESS, HAS THE MISSION TO EMPOWER SUPPLY MANAGEMENT PROFESSIONALS WITH PROFOUND DISCOVERY, POWERFUL CONNECTIONS, AND CLEAR FORESIGHT. CAPS RESEARCH PUBLISHES SPECIFIC STUDIES, INCLUDING BENCHMARKING REPORTS, CRITICAL ISSUES, AND RESEARCH PUBLICATIONS. IN ADDITION, CAPS HOSTS THE DOMESTIC AND INTERNATIONAL EXECUTIVE ROUNDTABLES, CRITICAL ISSUE EXCHANGE, AND RESEARCH PIPELINE EVENTS THROUGHOUT THE YEAR. 1458768 1953997 THE ISM CERTIFICATION PROGRAM WAS ESTABLISHED IN 1972 AND HAS SINCE CERTIFIED OVER 60,000 PROFESSIONALS IN THE FIELD OF PROCUREMENT AND SUPPLY MANAGEMENT. THESE CERTIFICATIONS ARE DEVELOPED TO MEASURE THE KNOWLEDGE, SKILLS AND ABILITIES OF TODAY'S SUPPLY MANAGEMENT PROFESSIONALS. CURRENTLY ISM OFFERS TWO CERTIFICATIONS-THE CERTIFIED PROFESSIONAL IN SUPPLY MANAGEMENT (CPSM ) AND THE CERTIFIED PROFESSIONAL IN SUPPLIER DIVERSITY (CPSD ). ISM CONTINUES TO RECERTIFY HOLDERS OF THE CERTIFIED PURCHASING MANAGER (C.P.M.) AND ACCREDITED PURCHASING PRACTITIONER (A.P.P.), AS WELL. ISM'S CERTIFICATIONS ARE RECOGNIZED AND RESPECTED GLOBALLY WITHIN THE SUPPLY MANAGEMENT PROFESSION. 4166291 3748795 EDUCATIONAL SUPPORT, DEVELOPMENT AND PRODUCTS; NATIONAL GROUPS/FORUMS; SEMINARS; CORPORATE PROGRAMS; VOLUNTEER AND ASSOCIATION GOVERNANCE 4166291 3748795 11103227 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 77 0 1 76 1 1 1 1 CH 0 0 0 1 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 0 1 1 0 AZ X DEBBIE FOGEL-MONNISSEN 4807526276 309 W ELLIOT ROAD SUITE 113 TEMPE AZ 85284 CRAIG REED DIRECTOR 1.00 X 0 0 0 CAMILLE BATISTE DIRECTOR 1.00 X 0 0 0 GEORGE CHANG DIRECTOR 1.00 X 0 0 0 NORBERT DEAN DIRECTOR 1.00 X 0 0 0 BEVERLY GASKIN DIRECTOR 1.00 X 0 0 0 NIK HIREMATH DIRECTOR 1.00 X 0 0 0 CHRISTOPHER LEDGER DIRECTOR 1.00 X 0 0 0 HOWARD LEVY DIRECTOR 1.00 X 0 0 0 STACEY TAYLOR DIRECTOR 1.00 X 0 0 0 KRISTOPHER PINNOW DIRECTOR 1.00 X 0 0 0 CHAE-UNG UM DIRECTOR 1.00 X 0 0 0 THOMAS W DERRY CEO 40.00 X X 372747 0 49005 HANS MELOTTE DIRECTOR 1.00 X 0 0 0 DEBORAH STANTON EXECUTIVE VICE PRESIDENT 40.00 X 270051 0 41889 ML PECK SENIOR VICE PRESIDENT 40.00 X 173863 0 29658 NORA P NEIBERGALL SR VP/SECRETARY 40.00 X 221100 0 29229 SHERI GEORGE VP FINANACE & ACCOUNTING 40.00 X 130775 0 19072 TONY CONANT COO 40.00 X 211151 0 35821 DEBIE FOGEL-MONNISSEN CFO 40.00 X 0 0 0 LANE BURKET MANAGING DIRECTOR GLOBAL OPERATIONS 40.00 X 175641 0 30707 JIM BARNES EXECUTIVE VICE PRESIDENT - ISM SERVICES 1.00 40.00 X 228250 0 37252 PAUL LEE DIRECTOR, ISM RESEARCH & ANALYTICS 40.00 X 110583 0 14339 ROB DOBOS DIRECTOR OF TECHNOLOGY 40.00 X 119551 0 25530 2013712 0 312502 10 0 1 0 DISNEY DESTINATIONS LLC PO BOX 10000 LAKE BUENA VISTA FL 328301000 CONFERENCE ROOM RENTALS 672318 MORT CRIM COMMUNICATIONS INC 155 WEST CONGRESS STE 501 DETROIT MI 48226 PUBLIC RELATIONS 663275 WASHINGTON SPEAKERS BUREAU 1663 PRINCE STREET ALEXANDRIA VA 22314 SPEAKERS 508426 TRANSACT COMMERCIAL FURNISHINGS INC 2034 NORTH 3RD STREET STE 100 PHOENIX AZ 85004 OFFICE FURNISHINGS 427525 AV CONCEPTS INC 1917 WEST 1ST STREET TEMPE AZ 85281 AV SERVICES 349745 5 5005082 5005082 CONFERENCES 900099 3383922 3383922 CERTIFICATIONS 900099 1953997 1953997 REPORT ON BUSINESS/MARKET RESEARC 900099 847670 847670 EDUCATIONAL SUPPORT & DEVELOPMENT 900099 815064 815064 SEMINARS 900099 805669 805669 1275325 1183991 91334 9081647 74119 74119 290193 2551755 276256 139816 13937 2411939 2425876 2425876 927945 99749 828196 828196 17414920 9818509 91334 2499995 115210 115210 1563637 1017472 546165 4155631 2704105 1451526 514369 334704 179665 232797 151483 81314 306637 199531 107106 443658 288692 154966 63795 41512 22283 25890 16847 9043 1004134 1004134 681095 681095 68151 44347 23804 246980 160712 86268 34530 34530 619799 619799 1672586 1088366 584220 1078257 1022379 55878 207972 135329 72643 99259 64589 34670 EQUIPMENT RENTAL 602791 392241 210550 EXAM EXPENSES 432681 432681 POSTAGE/SHIPPING 306142 199209 106933 PRINTING/PUBLICATIONS 304654 304654 63545 49606 13939 14844200 11103227 3685095 55878 5052511 6065271 3125334 3452499 14584 13077 298180 538597 1857385 1107732 383675 749653 2821496 3060808 1076031 1082323 0 52673 12771811 15014901 1132909 944584 2997657 3385320 4130566 4329904 X 6291276 9934101 2349969 750896 8641245 10684997 12771811 15014901 X 2570720 317741 -844709 X X 0 1 X 1 0 X 3659770 4248500 3432915 3224511 5005082 19570778 10279364 9777015 10985544 11902311 10009592 52953826 13939134 14025515 14418459 15126822 15014674 72524604 0 0 0 72524604 50 109 0 0 74119 74278 50 109 74119 74278 13939184 14025624 14418459 15126822 15088793 72598882 0.99900 1.00000 0.00100 X 54309 2715 51594 439739 41720 398019 1363337 1063297 300040 749653 1000 F INVESTMENTS - CHALKSTREAM 1081323 F 1082323 X PART X, LINE 2: THE INSTITUTE ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC TOPIC 740-10), WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE INSTITUTE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE INSTITUTE'S TAX POSITIONS AND CONCLUDED THAT THE INSTITUTE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE INSTITUTE FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, THE INSTITUTE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2014. 1 RUTGERS UNIVERSITY FOUNDATION 120 ALBANY STREET NEW BRUNSWICK NJ 08901 237318742 501(C)(3) 25000 SCHOLARSHIPS 1 0 SCHOLARSHIPS 16 36000 AWARDS 16 10500 PART I, LINE 2: ISM MONITORS THE USE OF DOCTORAL GRANTS IN THE US BY ALLOCATING 50% OF THE GRANT UPON AWARD AND THE REMAINING 50% OF THE GRANT UPON COMPLETION OF THE GRANTEES DOCTORATE. X 1 1 X X 0 0 0 0 0 0 0 1 0 THOMAS W DERRY CEO 390000 0 0 0 -17253 0 40775 0 8230 0 421752 0 0 0 DEBORAH STANTON EXECUTIVE VICE PRESIDENT 237689 0 47380 0 -15018 0 33608 0 8281 0 311940 0 0 0 ML PECK SENIOR VICE PRESIDENT 168560 0 15750 0 -10447 0 21517 0 8141 0 203521 0 0 0 NORA P NEIBERGALL SR VP/SECRETARY 204602 0 20250 0 -3752 0 21058 0 8171 0 250329 0 0 0 TONY CONANT COO 195178 0 36000 0 -20027 0 27588 0 8233 0 246972 0 0 0 LANE BURKET MANAGING DIRECTOR GLOBAL OPERATIONS 162826 0 32883 0 -20068 0 22610 0 8097 0 206348 0 0 0 JIM BARNES EXECUTIVE VICE PRESIDENT - ISM SERVI 203646 0 35000 0 -10396 0 29022 0 8230 0 265502 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL - TOM DERRY. TREATED AS TAXABLE COMPENSATION. PART I, LINE 7 BONUSES ARE PAID TO TOM DERRY AS DECIDED BY A COMPENSATION COMMITTEE. BONUSES ARE PAID TO OTHERS BASED ON HUMAN RESOURCES RECOMMENDATION AND THE CEO'S APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 THE CLASSES OF MEMBERS WITH THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY OR APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY ARE REGULAR MEMBERS, WHO BELONG TO BOTH THE NATIONAL AND AFFILIATE ORGANIZATIONS, AND DIRECT MEMBERS, WHO BELONG TO THE NATIONAL ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A REGULAR MEMBERS WHO BELONG TO BOTH THE NATIONAL AND AFFILIATE ORGANIZATIONS AND DIRECT MEMBERS WHO BELONG TO THE NATIONAL ORGANIZATION MAY ELECT MEMBERS OF THE GOVERNING BODY. THE NATURE OF THEIR VOTING RIGHTS IS DEFINED IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B REGULAR AND DIRECT MEMBERS MUST APPROVE THE ELECTION OF THE GOVERNING BODY AND ANY CHANGES TO THE ORGANIZATION'S BYLAWS. THE NATURE OF THEIR VOTING RIGHTS IS DEFINED IN THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CONTROLLER, CFO, CEO AND BOARD OF DIRECTORS REVIEW THE RETURN BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND EXECUTIVES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT/DISCLOSURE EVERY YEAR AND IS REVIEWED PERIODICALLY FOR COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S CONTRACT IS REVIEWED BY THE BOARD'S COMPENSATION COMMITTEE USING COMPARABILITY DATA. THE REVIEW, DISCUSSION, AND DECISION ARE RECORDED. ALL OTHER POSITIONS WITH THE COMPANY ARE BENCHMARKED EVERY 3 YEARS. FORM 990, PART VI, SECTION C, LINE 19 ISM'S GOVERNING DOCUMENTS ARE AVAILABLE ONLINE AT WWW.INSTITUTEFORSUPPLYMANAGEMENT.ORG OR BY REQUEST. THE ORGANIZATION'S FINANCIALS, FORM 990 AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR FINANCIAL STATEMENTS WERE RESTATED TO MATCH THE TIMING OF -844,709. REVENUE RECOGNITION WITH THE VALUE RECEIVED BY MEMBERS. CERTAIN NET ASSETS PREVIOUSLY CLASSIFIED AS RESTRICTED WERE RECLASSIFIED AS UNRESTRICTED. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ISM SERVICES LLC 309 W ELLIOT ROAD STE 113 TEMPE AZ 85284 CONSULTING AZ INSTITUTE FOR SUPPLY MANAGEMENT 25044 -1812278 0 0 1.00000 WILLIAM MICHELS ENT LLC 309 W ELLIOT ROAD STE 113 TEMPE AZ 85284 HOLDING COMPANY AZ ISM SERVICES LLC 0 0 1.00000 ISM SUPPLY CHAIN CONSULTING (SHANGHAI) CO INC 315C FL 3 971 DONG FANG RD FREE TRADE ZONE, CH CONSULTING CH WILLIAM MICHELS ENT LLC 23951 -151969 0 0 1.00000 WME2 LLC 309 W ELLIOT ROAD STE 113 TEMPE AZ 85284 HOLDING COMPANY AZ ISM SERVICES LLC 0 0 ISM SERVICES INC 309 W ELLIOT RD STE 113 TEMPE AZ 85284 383857397 SUPPLY CHAIN MANAGEMENT CONSULTING AZ INSTITUTE FOR SUPPLY MANAGEMENT C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ISM SERVICES INC O 995074 CASH